The resulting report covers a one-year period and includes a 30-year cash flow forecast. Your Report (and other files) will be posted online for easy, anytime access. Your free Video Explanation of Results will help you communicate with Boardmembers and Homeowners. Your free Funding Analysis Software will allow you to compare various what-if scenarios.

Reserve Study Revision Policy

The Do It Yourself Reserve Study Kit requires a team effort between us and our client and represents our most economical product. It’s designed for cost-conscious clients who are capable of compiling and/or updating their own Component List, detailing the scope and timing of each component’s future repair or replacement.

It is on the basis of the client-submitted Component List that we are able to calculate your current Reserve Fund Strength. Finally, we craft a custom Funding Plan that allows for timely repairs and replacements, with an emphasis on avoiding special assessments.

A word about Reserve Study Updates…

Why Would Anyone Update a Reserve Study Annually?

Many Boardmembers and Managers ask themselves this very question. With Reserve contributions making up 15% to 40% of the typical Association’s budget, let’s look at the issues involved in formulating an answer. Read More

Consulting Services & Expert Witness Testimony

We offer a wide range of hourly consulting services for all matters related to community association Reserves. Rely on our expertise to review your own “in‐house” reserve planning or have us run some special “what‐if” reserve funding scenarios.

Litigators can look to Association Reserves for high caliber consulting, investigation, and testimony in all areas related to Reserves. This includes component lists, site inspections, financial analysis, computational methods, and Reserve Funding plans.